Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 922907886

VANGUARD LIMITED TAX

12 institutions · $13.3M total · 1,249,158 shares

#ManagerSharesValue% of TotalPeriod
1FIRST MERCHANTS CORP744,208$8.2M59.57%2025-12-31
2MOTCO212,660$2.3M17.02%2024-06-30
3Ancora Advisors, LLC109,517$1.2M8.76%2024-06-30
4ENCOMPASS WEALTH ADVISORS, LLC105,657$1.2M8.45%2024-09-30
5Jackson Wealth Management, LLC15,276$167.0K1.22%2024-09-30
6RiverFront Investment Group, LLC11,952$130.3K0.95%2025-06-30
7Brooklyn Investment Group5,624$61.3K0.45%2025-06-30
8Wall Street Access Asset Management, LLC2,886$31.8K0.23%2025-12-31
9Financial Gravity Companies, Inc.2,457$26.9K0.19%2024-09-30
10Financial Gravity Asset Management, Inc.2,439$26.3K0.19%2024-06-30
11GOFEN & GLOSSBERG LLC /IL/35,492$3792.84%2023-03-31
12Coston, McIsaac & Partners990$100.07%2025-12-31